FAQs

Paying for registration is an online process during the open registration period. The preferred method of payment is by credit card. We accept American Express, VISA, MasterCard, and Discover. Candidates with a U.S. based bank account may elect payment by eCheck. Candidates may also opt to pay by wire transfer although this payment method will take time to process, and exam registration is incomplete until payment is received.

Please see the Fee Schedule for other payment options and further details.

All fees must be paid in full by a single party. Partial, split, or multi-party payments are not accepted.

Please visit the Exam Registration Dates and Fees page.

Individuals who register during the early registration period automatically receive discounted pricing on the exam session registration fee only. Exam retake fees are not eligible for the early registration discount.

If you are registered for Level I then you may identify yourself only as a "Level I Candidate in the CAIA program." If you are registered for Level II, you may identify yourself as a "Level II Candidate in the CAIA program." You may not list "CAIA Level I" or "CAIA Level II" after your name, although you may indicate that you passed Level I or Level II. You may only use the CAIA designation after you have met the Membership Requirements in the Member Policy Manual.

The one-time program enrollment fee is non-refundable. The CAIA Association will grant refunds of exam registration and exam retake fees, but only if the refund is requested within 14 days of the date of purchase. Requests must be sent via email to candidate@caia.org. For complete details, please refer to the Fee Schedule. Exam registrations cannot be transferred to other individuals.

It is not possible to pay or take both exams within the same payment or exam session.

Please visit the Association Partner Discount page.

Note: CAIA Association does not grant retroactive discounts. Eligible Candidates must apply for the appropriate discount prior to registration or forfeit said discount.

You may use CAIA after your name with or without the registered marks. Proper: Jane Smith, CAIA® -OR- Jane Smith, CAIA 

For details on the proper usage of the CAIA marks, please refer to the Intellectual Property Policy in the Policies section of our website.

While the CAIA Association does not mandate Continuing Education (CE) to maintain membership status, we strongly believe in the value of lifelong learning for investment professionals. As stewards of the industry, we recommend that Members engage in 40 hours of professional development every two years to stay current with industry trends, tools, and best practices.

To support our Members’ growth, CAIA provides complimentary access to CAIA.nxt™, a robust platform offering curated content, courses, and resources designed to help deepen their expertise and uphold the highest standards in their practice. 

This voluntary approach to continuing education empowers individual professionals to take charge of their development while reinforcing credibility and distinction.

To access the CAIA.nxt™ Private Debt, Digital Assets, Real Estate, and Private Equity microcredential, simply visit their respective web pages, scroll down to find the section marked 'CAIA Members, click here for Complimentary Access', and click on the designated image. Once you've opted in, we'll send you further instructions on how to access the platform. 

Finding other CAIA Members is convenient using our CAIA Member Directory. Simply log into your account to access this feature. Searches can be done by Name, Chapter, City, State, or Country. Having trouble logging in? Contact member@caia.org for assistance with your login access. 

As a CAIA Member, you gain access to exclusive educational content, professional development tools, and networking opportunities. For a comprehensive overview of all CAIA Member resources, please visit our For Members page.